Your systems should talk to each other.

The software is fine. The AI budget is approved. The value shows up when it runs as one system. We build the agents, connect your systems of record, and keep it all running, from Dallas, for businesses across Texas and beyond.

One assistant your team can talk to. It knows your calendar, your CRM, and your books, because we wired it to all three. Ask it for the quote, the invoice, or the week’s numbers, in one place instead of five tabs.

What a managed agent does all day.

These are the workhorses. Every one of them runs inside your systems, under your rules, with a person in the loop wherever you want one.

Contracts & proposals

Drafts the contract from the deal terms, routes it for signature, and files the signed copy where it belongs.

Invoicing & collections

Sends the invoice when the job closes, matches the payment, and follows up on the ones that go quiet.

Communication

Drafts replies to the routine email, answers the common questions, and flags the messages that need a human.

Material & job planning

Turns the estimate into a materials list, checks it against stock and lead times, and drafts the purchase orders.

Scheduling & intake

Books the appointment, collects the details up front, and puts them in the calendar and the CRM at once.

Reporting

Pulls the week’s numbers from every system into one summary that’s waiting Monday morning.

What we connect.

The platforms below are where we spend our time. If your stack includes something else, that is a conversation, not a problem.

Books & billing

QuickBooks · Xero · Stripe · Bill

CRM & sales

HubSpot · Salesforce · Pipedrive

Docs & signatures

Google Workspace · Microsoft 365 · DocuSign

Communication

Outlook · Gmail · Slack · Teams

Commerce & operations

Shopify · Square · Airtable · Notion

Your system of record

Clio · ServiceTitan · Procore · whatever runs your day

How an implementation runs.

Map

We audit the stack you already own, find where the hours leak, and hand you a project plan with a defined scope, real costs, and real dates.

Build

We build the agents and the connections between your systems. Your team reviews everything, and nothing touches production without sign-off.

Run

We manage the agents, maintain the tool stack, and train your team as we go, so you run as much or as little of it yourself as you want.

See what your stack could do as one system.

Book an appointment